FAFN
First Affirmative Financial Network’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $324K | Sell |
20,951
-54
| -0.3% | -$835 | 0.2% | 145 |
|
|
2024
Q4 | $304K | Sell |
21,005
-259
| -1% | -$3.75K | 0.18% | 150 |
|
|
2024
Q3 | $269K | Buy |
21,264
+1,995
| +10% | +$25.2K | 0.15% | 192 |
|
|
2024
Q2 | $258K | Buy |
19,269
+2,321
| +14% | +$31.1K | 0.18% | 176 |
|
|
2024
Q1 | $199K | Buy |
16,948
+1,462
| +9% | +$17.2K | 0.15% | 225 |
|
|
2023
Q4 | $150K | Buy |
15,486
+893
| +6% | +$8.64K | 0.12% | 219 |
|
|
2023
Q3 | $144K | Buy |
14,593
+3,373
| +30% | +$33.2K | 0.14% | 192 |
|
|
2023
Q2 | $96.5K | Buy |
+11,220
| New | +$96.5K | 0.1% | 182 |
|